Robert Phillips's Location
Poughkeepsie, NY, US
Robert Phillips's Education
- Eastern Connecticut State University
Bachelor of Science (Business Administration, Finance)
1985 - 1989 - East Windsor High School
- University of Connecticut
Robert Phillips's Skills
- Wealth Management
- Series 63
- Asset Management
- Portfolio Management
- Financial Advisory
- Mortgage Banking
- Mortgage Lending
- Loans
- Refinance
- Mortgage Underwriting
Robert Phillips's Summary
Robert Phillips, based in Poughkeepsie, NY, US, is currently a 1st Vice President, Investments at Wells Fargo Advisors. Robert Phillips holds a 1985 - 1989 Bachelor of Science in Business Administration, Finance @ Eastern Connecticut State University. With a robust skill set that includes Wealth Management, Series 63, Asset Management, Portfolio Management, Financial Advisory and more, Robert Phillips contributes valuable insights to the industry. Robert Phillips has 3 emails and 1 mobile phone number on RocketReach.
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